User-level: Director, System Administrator (by default in security matrix)
Previous steps: N/A
There are four distinct Finance Dashboards available as part of your Synergy Analytics Plus Add-On. They your financial insights, focusing on presenting WIP, debtor, and write-off analyses
Each dashboard displays a variety of graphs, charts, and tables, and is interactive with the ability to apply multiple filters to customise the data you’re analysing. You can learn more about how to read and use the functionality included in your dashboards in our article: Reading your Analytics and Analytics Plus Dashboards in Synergy.
Choose a dashboard below to see how in works in detail..
Finance Overview Dashboard
The finance overview dashboard provides high level insights into your WIP and debtors.
Segment your WIP and debtors by Project Manager and age, and see the relationship between the two by drilling in
WIP Analysis Dashboard
Dive deeper into your WIP, showing data per project, status and by client. Get greater insight into what's aged and needs follow up, or which projects need to be invoiced urgently.
Drill into each project down to the Phase and Stage level for even greater analytical power.
Write-off Analysis Dashboard
Dive deeper into your written off work, showing data per project, status and by client. Get greater insight into where write-offs are occurring, and which projects may need further analysis
Drill into each project down to the Phase and Stage level for even greater analytical power
Revenue Debtors Analysis Dashboard
Use the revenue analysis dashboard to gain greater understanding of debtors by project, ageing category or Project Manager
Drill down to the Phase or Stage level here to gain greater understanding of debtor age per Project, Phase or Stage.